@FinanceYF5: The return on investment for this Cursor deal is astonishingly high, almost outrageous. This is a classic case of 'contrary to market consensus but ultimately correct judgment.' In the next ten years, almost every venture capital firm will repeatedly cite this case. Honestly, it truly deserves it.
Summary
This tweet highlights Cursor's extraordinarily high ROI, serving as a classic example of defying market consensus yet being proven right, destined to be widely referenced in venture capital circles for years to come.
View Cached Full Text
Cached at: 08/19/26, 06:35 AM
The return on Cursor is astonishingly high—downright outrageous.
This is a classic case of a contrarian bet that ultimately proved correct.
Over the next decade, nearly every venture capital firm will cite this example repeatedly. And honestly, it’s worth it. https://t.co/gZLH23eBOi
Similar Articles
@levie: Amazing outcome. Cursor executed the applied AI strategy flawlessly. Most people completely underestimated the market s…
Cursor executed a successful applied AI strategy in coding, revealing a larger market than anticipated and providing lessons for applied AI innovation.
@XCaptaincc: If the acquisition succeeds, Cursor could multiply its valuation by 10x+ and exit gracefully. That's really impressive. Cursor (Anysphere) started as a few MIT dorm room projects in 2022, and by 2026 it was acquired by SpaceX for $60 billion in an all-stock deal. In just over 4 years...
Discussing the rumor that Cursor (Anysphere) was acquired by SpaceX for $60 billion in an all-stock deal, considering its rapid growth and high-valuation exit as a top-tier case in startup history.
@viviennaBTC: The core argument of this article complements some foundations of my previous "cyclical stock selection method". Our shared view is that the true moat is not the AI model, nor the prompts from celebrity investors, but the underlying "wiring" — how you connect real data, disciplined mathematics, and agents together. The ar…
This article compares two investment methodologies, emphasizing that the true moat is the underlying data wiring rather than AI models, and demonstrates how a four-layer engineering stack from real data to AI agents complements a top-down cyclical stock selection framework.
@FinanceYF5: Cursor CEO Michael Truell made a big claim on Lenny's Podcast: Cursor's goal is not to build a better code editor, but to invent a completely new way of programming. In the future, writing software may be more like writing pseudocode — describing logic in near-English, high-level...
Cursor CEO Michael Truell stated on Lenny's Podcast that Cursor's goal is not to be a better code editor, but to invent a completely new way of programming. In the future, writing software may be more like writing pseudocode — describing logic in near-English, performing high-level editing.
@FinanceYF5: 1/ Invest in people first, then wait for the company to grow. After Cursor was acquired by SpaceX for $60 billion, Ali Partovi wrote a prequel. What he really wanted to say was: Neo bet on the people who would build the company three years before the company even existed.
Reports say that after Cursor was acquired by SpaceX for $60 billion, Ali Partovi wrote a piece reviewing how Neo bet on and invested in the founders three years before the project was established.